Purchases and Sales Made in Q3 2023 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q3 2023. The information is specifically focused on institutions that hold shares of Energy Transfer LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
13.8K+ 1.61% |
$173K - $194K
|
873K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.2K+ 41.6% |
$166K - $185K
|
45K
$742K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.1K+ 16.18% |
$165K - $184K
|
94.1K
$1.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
13KNew |
$164K - $183K
|
13K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
12.8KNew |
$161K - $180K
|
12.8K
$211K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.6K+ 8.19% |
$158K - $176K
|
166K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.6K+ 55.97% |
$158K - $176K
|
35K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 1.36% |
$155K - $174K
|
922K
$15.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 13.23% |
$154K - $172K
|
105K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11.9KNew |
$150K - $167K
|
11.9K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$149K - $166K
|
11.9K
$195K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11.8K+ 15.15% |
$148K - $165K
|
89.5K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
11.6K+ 10.83% |
$146K - $163K
|
119K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
11.1K+ 49.68% |
$140K - $156K
|
33.5K
$552K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
11.1KNew |
$139K - $156K
|
11.1K
$183K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11K+ 12.63% |
$138K - $155K
|
98.2K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
11K+ 27.3% |
$138K - $154K
|
51.3K
$845K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10.8KNew |
$136K - $151K
|
10.8K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10.8KNew |
$135K - $151K
|
10.8K
$178K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
10.7KNew |
$134K - $150K
|
10.7K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.6KNew |
$133K - $148K
|
10.6K
$174K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.6KNew |
$133K - $148K
|
10.6K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 414.32% |
$133K - $148K
|
13.1K
$216K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10.6K+ 41.52% |
$133K - $148K
|
36K
$593K
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
BUY
|
- |
10.5KNew |
$132K - $147K
|
10.5K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
10.4K+ 2.48% |
$131K - $146K
|
432K
$7.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
10.4KNew |
$131K - $146K
|
10.4K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1K+ 1.07% |
$127K - $142K
|
952K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10K+ 1.31% |
$126K - $140K
|
775K
$12.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
10KNew |
$126K - $140K
|
10K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
10KNew |
$126K - $140K
|
10K
$165K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
9.86K+ 16.68% |
$124K - $138K
|
69K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.41K+ 0.59% |
$118K - $132K
|
1.6M
$26.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9.32K+ 31.13% |
$117K - $131K
|
39.3K
$647K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
9.31K+ 5.97% |
$117K - $131K
|
165K
$2.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.11K+ 7.42% |
$114K - $128K
|
132K
$2.17M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.93K+ 31.19% |
$112K - $125K
|
37.6K
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
8.63K+ 54.91% |
$108K - $121K
|
24.3K
$401K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
8.54K+ 48.18% |
$107K - $120K
|
26.3K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.48K+ 3.87% |
$107K - $119K
|
228K
$3.75M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
8.33KNew |
$105K - $117K
|
8.33K
$137K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.95K+ 2.75% |
$99.8K - $111K
|
297K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7.93KNew |
$99.6K - $111K
|
7.93K
$131K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
7.87K+ 15.72% |
$98.9K - $110K
|
58K
$955K
|
|
|
Nov 02, 2023
Q3 2023
|
Heronetta Management, L.P.
|
BUY
|
- |
7.8K+ 0.93% |
$98K - $109K
|
843K
$13.9M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.63K+ 37.0% |
$95.9K - $107K
|
28.3K
$466K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.63K+ 26.99% |
$95.8K - $107K
|
35.9K
$591K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7.58K+ 39.1% |
$95.1K - $106K
|
27K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.56K+ 75.05% |
$95K - $106K
|
17.6K
$291K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.25K+ 13.39% |
$91.1K - $102K
|
61.4K
$1.01M
|